JMAC Enterprises’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

JMAC Enterprises’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.2M	Buy	99,776 +1,687	+2%	+$251K	2.72%	8
2025 Q4	$14.6M	Buy	98,089 +1,271	+1%	+$188K	2.79%	8
2025 Q3	$14.1M	Buy	96,818 +1,017	+1%	+$143K	2.79%	8
2025 Q2	$12.9M	Buy	95,801 +17,222	+22%	+$2.15M	2.77%	8
2025 Q1	$9.59M	Buy	78,579 +2,508	+3%	+$323K	2.28%	13
2024 Q4	$9.78M	Buy	76,071 +3,720	+5%	+$482K	1.54%	15
2024 Q3	$9.09M	Buy	72,351 +3,266	+5%	+$395K	1.45%	16
2024 Q2	$8.21M	Sell	69,085 -305	-0.4%	-$35K	1.44%	16
2024 Q1	$8M	Buy	69,390 +8,578	+14%	+$941K	1.49%	14
2023 Q4	$6.4M	Buy	60,812 +5,721	+10%	+$561K	1.38%	16
2023 Q3	$5.19M	Buy	55,091 +3,175	+6%	+$312K	1.28%	17
2023 Q2	$5.08M	Buy	51,916 +1,250	+2%	+$116K	1.26%	18
2023 Q1	$4.59M	Buy	+50,666	New	+$4.5M	1.17%	19

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

JMAC Enterprises's ITOT Position: Q1 2026 in Review

JMAC Enterprises increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.7% in Q1 2026, buying an estimated $251K and bringing the position to 99,776 shares worth $14.2M. The position accounts for 2.72% of the portfolio, ranked #8.

JMAC Enterprises first reported a position in ITOT in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.6M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

JMAC Enterprises held 99,776 shares of iShares Core S&P Total US Stock Market ETF worth $14.2M as of Q1 2026.
JMAC Enterprises bought 1,687 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $251K.
iShares Core S&P Total US Stock Market ETF made up 2.72% of JMAC Enterprises's portfolio in Q1 2026, its #8 holding.
JMAC Enterprises first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
JMAC Enterprises's iShares Core S&P Total US Stock Market ETF position peaked at $14.6M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on JMAC Enterprises's 13F filing for Q1 2026, filed 1 May 2026.